Purchases and Sales Made in Q4 2024 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR EXPONENTIAL TECHNOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
236KNew |
$13.9M - $14.8M
|
236K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
183K+ 736.31% |
$10.7M - $11.5M
|
208K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
119KNew |
$7M - $7.47M
|
119K
$7.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
72.1KNew |
$4.23M - $4.52M
|
72.1K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.3K+ 154.31% |
$2.6M - $2.78M
|
73.1K
$4.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
35.3KNew |
$2.07M - $2.22M
|
35.3K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
33.8KNew |
$1.98M - $2.12M
|
33.8K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30.6KNew |
$1.8M - $1.92M
|
30.6K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
29.7K+ 16.23% |
$1.75M - $1.87M
|
213K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
24.7KNew |
$1.45M - $1.55M
|
24.7K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
18.9KNew |
$1.11M - $1.19M
|
18.9K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.3KNew |
$954K - $1.02M
|
16.3K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
11.4KNew |
$668K - $713K
|
11.4K
$709K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.73KNew |
$571K - $610K
|
9.73K
$607K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.95K+ 24.45% |
$466K - $498K
|
40.4K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.91KNew |
$406K - $434K
|
6.91K
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.26K+ 4239.52% |
$309K - $330K
|
5.38K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.23K+ 8.08% |
$307K - $328K
|
70K
$4.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.76KNew |
$220K - $236K
|
3.76K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.57KNew |
$210K - $224K
|
3.57K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.44KNew |
$202K - $216K
|
3.44K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.38KNew |
$199K - $212K
|
3.38K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.19K+ 1.95% |
$187K - $200K
|
167K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.75KNew |
$161K - $172K
|
2.75K
$171K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.59K+ 8.2% |
$152K - $162K
|
34.1K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.25K+ 3.81% |
$132K - $141K
|
61.3K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.13K+ 2.06% |
$125K - $134K
|
106K
$6.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.93K+ 9.99% |
$113K - $121K
|
21.2K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 2.12% |
$107K - $115K
|
88K
$5.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.71K+ 47.56% |
$100K - $107K
|
5.29K
$330K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67K+ 18.7% |
$97.9K - $105K
|
10.6K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.33K+ 16.41% |
$77.8K - $83.2K
|
9.41K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.09K+ 9.3% |
$63.8K - $68.2K
|
12.8K
$797K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
992+ 4.62% |
$58.2K - $62.2K
|
22.4K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
966+ 0.6% |
$56.7K - $60.6K
|
162K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
826New |
$48.5K - $51.8K
|
826
$51.5K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
781+ 260.33% |
$45.8K - $49K
|
1.08K
$67.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
724+ 62.74% |
$42.5K - $45.4K
|
1.88K
$117K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
708+ 0.89% |
$41.6K - $44.4K
|
80.6K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
688+ 0.78% |
$40.4K - $43.2K
|
88.9K
$5.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
624+ 12.43% |
$36.6K - $39.1K
|
5.65K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
601+ 7.41% |
$35.3K - $37.7K
|
8.71K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
500New |
$29.4K - $31.4K
|
500
$31.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
359+ 2.33% |
$21.1K - $22.5K
|
15.7K
$982K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
324+ 1.57% |
$19K - $20.3K
|
21K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$8.81K - $9.41K
|
150
$9.35K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
147+ 0.3% |
$8.63K - $9.22K
|
49.5K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
137+ 1.63% |
$8.04K - $8.59K
|
8.57K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 2.33% |
$5.17K - $5.52K
|
3.87K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
77+ 0.42% |
$4.52K - $4.83K
|
18.6K
$1.16M
|